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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $281,057 | $183,539+53.1% | $155,556+80.7% | $145,897+92.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 21.34% | 61.31%-40.0pp | 64.84%-43.5pp | 552.29%-531.0pp |
| Employer contribution / active EE | $19,538 | $5,315+267.6% | $4,675+317.9% | $4,663+319.0% |
| Participant deferral / active EE | $31,243 | $6,467+383.1% | $5,631+454.9% | $6,689+367.1% |
| Admin fee / account holder | $63,819 | $19,275+231.1% | $15,885+301.8% | $13,390+376.6% |